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Detailed Report
Tristan Raymond Kelly
CRD#: 7362798
IA
Investment Adviser
AVIOR WEALTH MANAGEMENT, LLCCRD#: 148674 11100 WAYZATA BLVD
SUITE 210
MINNETONKA, MN 55305
Registration History
Oct2024AprJulOct2025AprJulOct2026IAAVIOR WEALTH MANAGEMENT, LLC (CRD# 148674)2024 - Present (<1 year)
License(s)

State Registrations

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Minnesota 7/17/2024
Current Registration(s)
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AVIOR WEALTH MANAGEMENT, LLC (CRD#:148674)
11100 WAYZATA BLVD SUITE 210, MINNETONKA, MN 55305
Registered with this firm since 7/17/2024
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.